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Workflow inputs

A workflow can take data connections as inputs. When you run a task for a workflow, the workflow examines all its inputs and retrieves documents from them.

Adding existing inputs to a workflow

You can add any existing data connections as inputs to a workflow.

To add an existing input to a workflow:

Procedure

  1. Click on the Workflow Designer panel.

  2. Click on the workflow that you want.

  3. Click on the Input panel.

  4. Click on the Add Input button.

  5. Click on Add Existing and select a data connection from the list.

  6. Click on the Add Input button.

Adding new inputs to a workflow

From the Workflow Designer page in the Admin App, you can create new data connections while adding new inputs to a workflow, rather than having to create the data connections first.

To do this using the REST API or CLI, you need to first create the data connections, then edit the workflow.

To add a new input to a workflow:

Procedure

  1. Click the Workflow Designer window.

  2. Select the workflow that you want.

  3. Click the Input window.

  4. Click Add Input.

  5. Select Create New.

  6. Use the Add Data Connection page to configure a new data connection. The configuration options differ depending on the type you selected. For more information, see Data connection types and settings.

  7. Click Create.

Results

The new data connection is added to the workflow.

Removing inputs from a workflow

You can remove an input from a workflow at any time, even when a workflow task is running. In this case, the task stops reading data from the input.

To remove an input from a workflow:

Procedure

  1. Click on the Workflow Designer panel.

  2. Click on the workflow that you want.

  3. Click on the Input panel.

  4. Click on the remove icon (GUID-B250EA11-E38E-4687-8084-F4FB2448E4AB-low.png) for the input you want to remove.

  5. Click on the OK button in the prompt.

 

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